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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $60.0B AUM 4,047 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New 1250 Added 2118 Reduced 807 Exited
Page 162 of 203  ·  4,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3221 KDP PUT KEURIG DR PEPPER INC Consumer Defensive 6,400.0 $169K -268K -97.7% $26.33 +16.8%
3222 MAC CALL MACERICH CO Real Estate 8,900.0 $168K -10K -53.6% $18.90 +25.0%
3223 JANX CALL JANUX THERAPEUTICS INC Healthcare 12,100.0 $168K +2K +14.2% $13.90 +2.3%
3224 POST CALL POST HLDGS INC Consumer Defensive 1,700.0 $168K -2K -46.9% $98.86 -10.6%
3225 NTNX PUT NUTANIX INC Technology 4,400.0 $167K -17K -79.4% $38.01 +23.4%
3226 QLYS CALL QUALYS INC Technology 1,900.0 $167K NEW $87.85 +26.7%
3227 MNDY CALL MONDAY COM LTD Technology 2,400.0 $166K -42K -94.5% $69.11 +3.5%
3228 PTEN CALL PATTERSON-UTI ENERGY INC Energy 15,300.0 $166K -199K -92.9% $10.83 -7.3%
3229 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2,568.0 $166K NEW $64.45 +15.8%
3230 QXO PUT QXO INC Industrials 8,500.0 $165K -60K -87.6% $19.42 -8.5%
3231 MKTX PUT MARKETAXESS HLDGS INC Financial Services 1,000.0 $165K -3K -73.0% $164.98 -27.1%
3232 SMG PUT SCOTTS MIRACLE-GRO CO Basic Materials 2,700.0 $164K -53K -95.1% $60.81 +6.4%
3233 SONO CALL SONOS INC Technology 12,200.0 $163K -6K -31.1% $13.40 +9.6%
3234 AMER SPORTS INC 4,959.0 $163K NEW $32.92
3235 PRGO PUT PERRIGO CO PLC Healthcare 15,200.0 $163K -10K -38.5% $10.74 -4.6%
3236 CRNC PUT CERENCE INC Technology 25,800.0 $163K -1K -4.4% $6.31 +70.7%
3237 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 4,429.0 $163K -883.0 -16.6% $36.75 +6.3%
3238 PTLO CALL PORTILLOS INC Consumer Cyclical 30,700.0 $162K -27K -47.0% $5.29 -19.5%
3239 TPC CALL TUTOR PERINI CORP Industrials 2,100.0 $162K -700.0 -25.0% $77.19 +1.0%
3240 PUT VERSIGENT LTD 5,800.0 $162K NEW $27.85
Page 162 of 203  ·  4,047 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Consumer Cyclical 13.8%
Financial Services 13.8%
Communication Services 12.4%
Healthcare 11.1%
Industrials 7.2%
Basic Materials 4.6%
Energy 4.1%
Consumer Defensive 2.1%
Utilities 1.5%